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Scenario 3: Users Transfer Samples to One Another

This scenario describes the basic process for exchanging inventory with other users within Siebel CRM. This process can be used by both the administrator and end users to exchange samples. When a user creates a samples transfer to move inventory to another user, the recipient electronically receives a shipment of samples. Once the recipient submits a receipt for that shipment, the application automatically enters the received samples into their inventory counts.

Figure 2 illustrates this process.

Figure 2. Process for Users to Transfer Samples to One Another